CONFLUENCE INVESTMENT MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 522 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$42,794,404
-10.7%
1,380,019
-6.3%
0.66%
-5.2%
Q2 2023$47,906,542
+0.6%
1,472,235
-0.7%
0.70%
-0.6%
Q1 2023$47,631,101
+78.1%
1,482,911
+59.9%
0.70%
+68.3%
Q2 2022$26,740,000
-27.7%
927,175
-14.1%
0.42%
-19.3%
Q1 2022$36,981,000
-4.6%
1,078,791
+1.6%
0.52%
+0.6%
Q4 2021$38,750,000
+5.3%
1,062,229
+4.5%
0.51%
-0.6%
Q3 2021$36,807,000
+8.0%
1,016,479
+9.8%
0.52%
+14.1%
Q2 2021$34,069,000
+12.1%
926,035
+7.7%
0.45%
+6.1%
Q1 2021$30,394,000
+133.2%
859,547
+122.6%
0.43%
+120.1%
Q4 2020$13,032,000
+83.7%
386,137
+43.9%
0.19%
+45.9%
Q4 2018$7,095,000
+86.8%
268,248
+117.3%
0.13%
+104.6%
Q3 2018$3,799,000
+7.5%
123,458
+6.2%
0.06%
+4.8%
Q2 2018$3,533,000
-1.8%
116,221
+1.5%
0.06%
-6.1%
Q1 2018$3,599,000
-0.8%
114,494
+0.1%
0.07%0.0%
Q4 2017$3,627,000114,4150.07%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 906,206$30,584,00017.37%
TRUEFG, LLC 797,298$26,909,00016.12%
McNamara Financial Services, Inc. 1,307,732$38,264,00012.96%
WALLER FINANCIAL PLANNING GROUP, INC 1,083,509$36,568,00011.40%
Stadion Money Management, LLC 9,133,512$308,256,00011.23%
Financial Strategies Group, Inc. 566,798$19,129,00010.66%
Brown Financial Advisory 354,055$11,949,00010.59%
IAG Wealth Partners, LLC 729,708$24,628,00010.06%
Baystate Wealth Management LLC 2,578,949$87,040,0009.92%
Advisory Alpha, LLC 1,408,270$47,529,0009.71%
View complete list of SPDR INDEX SHS FDS shareholders